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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,620 | $112,729-38.2% | $98,716-29.5% | $137,256-49.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.26% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,474 | $2,725+64.2% | $2,279+96.3% | $4,156+7.6% |
| Participant deferral / active EE | $6,343 | $4,640+36.7% | $4,048+56.7% | $6,407-1.0% |
| Admin fee / account holder | $8,597 | $10,129-15.1% | $8,703-1.2% | $12,270-29.9% |